Project analytics widgets and reports

Widgets and reports that provide information for the project summary in the Analytics tab of the project workspace for Agile, Waterfall, and Hybrid projects.

Important:

Classic Project Workspace is being prepared for future deprecation. It will be hidden and no longer available for installation but will continue to be supported. For details, see the Deprecation Process [KB0867184] article in the Now Support knowledge base. Use new Project Workspace with enhanced UI to help you efficiently manage your projects.

Project widgets and reports

Widgets and reports provide information that enables you to view and track the progress of your Agile, Waterfall, and Hybrid project.

Note:

You must have the Agile Development 2.0 plugin installed to view the widgets and reports for your Agile and Hybrid projects.

Your system administrator can configure the widgets and reports in the dashboard to display project information on the Analytics tab. The following dashboards are available:

Project Execution Type	Dashboard Displayed	Description
Hybrid	Project Summary – Hybrid	Contains reports and widgets for hybrid projects.
Agile	Project Summary – Scrum	Contains reports and widgets for agile projects.
Waterfall	Project Summary – Waterfall Note: This dashboard was previously known as Project Manager Summary Dashboard.	Contains reports and widgets for waterfall projects.

The project execution type determines the dashboard displayed on the Analytics tab.

You can also embed a custom dashboard in the Analytics tab. Your system admin can modify the PMViewDataUtils script include and configure the variable value for the dashboards_tabs in the getDashboardUrl method. As a result, you can view the custom dashboard in Project Analytics. For example:

var dashboards_tabs =

      {
             waterfall: {
                         dashboard_sysId: '5d4959dd878003008b9b3a0548cb0bd0',
                         tab_sysId: '1d99d5dd878003008b9b3a0548cb0bbd'
                             },
             hybrid: {
                         dashboard_sysId: '96dc46c78700330047d84c2c59cb0bf1',
                         tab_sysId: '520d4ac78700330047d84c2c59cb0bab'
                              },
             agile: {
                         dashboard_sysId: 'f3dd4ec78700330047d84c2c59cb0b93&tab',
                         tab_sysId: '52fd8ec78700330047d84c2c59cb0bae'
                              },
             any_other_executionType: {
                         dashboard_sysId: 'custom_dashboard_sys_id',
                         tab_sysId: 'custom_dashboard_tab_sys_id'
                              },
         };

The following widgets and reports for all project types are provided in the Analytics tab to help the project manager analyze the project.

Table 1. Widgets and reports for Agile project

Name	Description
Stories Missing Acceptance Criteria	Number of stories in the project without acceptance criteria information.
Stories Missing Points	Number of stories in the project with the Points field blank.
Stories Acceptance Overdue	Number of stories in the project that are not in the Completed or Cancelled state after the sprint end.
Team-wise Sprint Status	Track the sprint-wise status of various scrum teams across the release. Click the team name to view sprint details.
Stories by State	Donut chart showing the number of stories in different stages of development such as Draft, Ready, and WIP. Click the appropriate state to view details of the stories.
Progress by Points	Track the progress of the project based on points. You can group and stack stories based on any combination of Epic, Assignment group, and State.
Progress by Stories	Track the progress of the project based on the number of stories. You can group and stack stories based on Epic, Assignment group, and state.

Table 2. Widgets and reports for Waterfall and Hybrid project

Name	Description
Issues	Number of issues in the Pending, Open, and Work In Progress states included in the project.
Actions	Number of action items in the Pending, Open, and Work In Progress states for the project.
Change Requests	Number of change requests in the Pending, Open, and Work In Progress states for the project.
Stories by State	Pie chart showing the number of stories in different stages of development such as Draft, Ready, and WIP. Click the appropriate state to view the details for the stories. Note: This widget is applicable for Hybrid projects only.
Tasks by State	Donut chart showing the number of project tasks in different stages of development such as Pending, Open, Work In Progress, and Closed Complete. Click the appropriate state to view the task details.
Project Member Allocation Details (Hrs)	Stacked bar chart showing allocated and actual hours of the resources assigned to the project.
Project Member Allocation Details — Monthly (Hrs)	Pivot chart showing the monthly allocated and actual hours for the resources assigned to the project.
Task Assignments	Track the state of various project tasks across the release based on the assigned users or group. Click the user or group name to view the details of the assigned tasks.
Resource Plans by State	Donut chart showing the number of resource plans grouped according to their current state.
Overdue Tasks and Milestones	List of overdue project tasks and milestones, which are the tasks that satisfy either of the following conditions in the Project Task [pm_project_task] table: The value of the Planned start date is before today's date and the State value is Open or Pending. The value of the Shadow field is set to false.
Upcoming Tasks (next 2 weeks) with no assignee	List of unassigned Open or Pending project tasks that are planned to start 14 days from the current date.

Table 3. Common widgets

Name	Description
Phase	Current state of the project such as Initiating or Planning.
Status	Color indicator that signifies the status of the project.
Percent Complete	Percentage of the project that has been completed.
Time Elapsed	Amount of time that has passed while working on the project from the actual start date to the planned end date. If the project is in the Open or Pending state, then the time elapsed is calculated based on the Planned start date and the current date.
Risks	Number of risks in the Pending, Achieved, and Not Achieved states concerning the project.
Cost Trend Analysis	Line graph showing a comparison between the planned costs and actual costs on a monthly basis.
Monetary Benefit Trend Analysis	Line graph showing a trend of planned financial benefits on a monthly basis.
Non-monetary Benefit Plans	Breakdown of the number of non-monetary benefit plans for active projects along with its associated benefit plans.
Non-monetary Planned vs Actual Benefits	Comparison of total planned and actual non-financial benefits for active projects grouped by fiscal period.
Confirmed vs Allocated vs Actual Hours	Comparison of total confirmed, allocated, and actual hours for the project.
Time Cards — Pending Approval	Time cards for the selected project that are submitted but not yet approved.
Time Card — Exception Report	List of users who did not submit their time cards for the selected project, and time cards that are not yet approved for the selected project. The exception report is generated for users who are assigned to a task in progress, or hard-allocated to the project or task.